energy. you still have to keep an eye on financials. financials and home builders are linked together, you'll get jobs, and financials will be the fuel that powers the engine for the economy. >> don't we need technology to participate for us to go higher? >> i think you do, just because of the weightings are there. clearly with the amount of pullback apple has seen, it's not necessarily important. but don't forget, if you have mergers, consolidation in the industry as we see with oracle this morning, great purchase there. i would like to see maybe two or three mergers every monday instead of just one. but that's a good deal. >> provided we hold 1,500 on the s&p, is everything okay? >> i think everything's okay. and it's kind of a -- that's a dicey word to use. but yes, everything's okay here. i look toward the end of the month to see, do we head much lower or incrementally gain over the first quarter. >> thank you, joe. >>> apple shares noticeably absent from friday's big rally. for the month of january, they lost $72 million. trading l